Migrate from CallPro CRM to Freshsales

CallPro Contact records map directly to Freshsales Contacts. Standard fields (first_name, last_name, email, phone, address) transfer with type preservation. Custom contact fields migrate as Freshsales custom properties. Email history links associated with the contact in CallPro transfer as Freshsales Activity records (Tasks with type set to Email) attached to the Contact. We resolve duplicate Contacts by email address using Freshsales' dedupe matching on import.

CallPro Company records map to Freshsales Accounts. Company name becomes Account Name, website maps to the Website field, and any industry or employee-count custom fields transfer as custom properties. Contact records reference their parent Account via the Account lookup. CallPro's multi-database segmentation maps to Freshsales Tags on Account records, which the customer's admin reviews during scoping to assign the appropriate territory or segmentation taxonomy.

CallPro Lead records map to Freshsales Leads. Lead status, source attribution, and campaign association migrate. Dialer log entries attached to leads transfer as Freshsales Tasks with subtype Call, linked to the Lead. The Lead in Freshsales can later be converted to a Contact, Account, and Deal using Freshsales' lead conversion flow. We preserve CallPro lead scores in a custom field for review post-migration.

CallPro Campaigns are a top-level object linking Contacts, Leads, and Activities. In Freshsales, there is no direct Campaign object at the base tier. We map Campaign membership to Deal records if the campaign represents an active sales opportunity (creating a Deal with Campaign as the source), or we map campaign names to Tags on Contact and Lead records for historical reference. The customer chooses the strategy during scoping based on how they use CallPro Campaigns.

CallPro Sales Orders and Quotes map to Freshsales Deals. Order headers, line items, pricing, and quantities transfer to Deal fields (Deal Name, Amount, Stage) and associated Deal Line Items. Quote status and approval flags map to Freshsales Deal Stage values. Product references in CallPro line items map to Freshsales Products if the destination includes product management; otherwise they transfer as text descriptions in the Deal Line Item.

CallPro call activity logs (duration, disposition, notes, timestamp) map to Freshsales Tasks with Task Subtype set to Call. Call disposition codes require value-mapping because CallPro uses its own disposition taxonomy. ActivityDate on the Task preserves the original CallPro timestamp to maintain the engagement timeline. Large-volume call log exports may require batch processing to avoid timeout.

CallPro email history linked to campaigns or contacts transfers as Freshsales Tasks with subtype Email. Email body content, subject line, and timestamp migrate. Freshsales attaches the email Task to the Contact or Lead record that was the recipient. We export raw email content; HTML formatting is preserved where possible but may require manual review for complex templates.

CallPro campaign questionnaires store structured answer data associated with campaign members. We migrate the questionnaire answer data as custom fields on the Contact or Lead record, preserving the field label and answer value. The questionnaire routing and scoring logic (branching conditions, point assignments) is not portable and is documented as a separate rebuild item for the customer's admin in Freshsales Forms or a third-party form builder.

CallPro users and record owners map to Freshsales Users by email address match. We extract all distinct owner references on Contacts, Leads, Deals, and Activities and resolve against Freshsales User records. CallPro's concurrent-user licensing means multiple people may share one active session; we flag these cases and advise the customer to provision one Freshsales named User per distinct person rather than per concurrent session. Inactive CallPro users are preserved as historical assignments on records.

CallPro custom fields on Contacts, Companies, Leads, and Sales Orders extract during the audit phase and map to Freshsales custom properties of equivalent type (text, number, date, dropdown). Freshsales supports custom properties from the base Growth tier. We flag any CallPro custom fields that use unsupported data types (e.g., complex multi-level picklists) and propose alternatives during scoping. The customer reviews the custom property set before import.